Client Services Executive – Investment Management

  • Permanent
  • London,

Bruin Financial

Ref: 31404

Client Services Executive – Investment Management


London, Windsor, Amsterdam


The Role and Business:


Bruin are seeking We have an opportunity for an Analyst / Senior Analyst to join our Client, a rapidly growing and established currency and derivatives manager with $80 billion AUM. The business provide currency management, sustainable finance and asset management to their clients, who are predominantly institutional, including pension funds, charities, foundations, endowments, and family offices.


The successful candidate will develop their knowledge and understanding of Investment Strategy, Research, Portfolio Implementation, Trading, Reporting, and Risk. There are opportunities to develop a career both in sales and client servicing.



Key Responsibilities:


  • Drafting of proposals and presentations for prospective clients and liaising with internal departments.
  • Screening, researching, providing information about prospective clients,
  • Responsible for collating and writing information and materials to be sent to the prospect or client.
  • Providing investment data from systems and other departments to obtain information as requested by a client or prospect or their advisers.
  • Build and develop strong relationships with the other Client Team Analysts, Client Team Directors and all other internal departments such as Portfolio Management, Investment Strategy and Research.




  • Degree educated in a related subject from a recognised University.
  • Experience working with institutional clients within an Asset Manager or related business.
  • Strong writing, research, and analysis skills; ideally experience of conducting independent research.
  • Comfortable interpreting numerical data and quick to understand complex concepts,
  • Excellent communication and interpersonal skills.
  • Excellent attention to detail.

Location: London

Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.


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